Anic Equity¶
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Total return since start: 0.66 %¶
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Equity now: -----------------------------> 50715.12 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45169.4 Kr¶
PnL: ---------------------------------------> -408.19 Kr¶
DD now: ---------------------------------> -4.528 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-19 14:20:40.575316'
Benchmark comparison¶
OMXS30 DJUS NDX DAX W1IDU
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hexagon B | 26 | -0.450000 | 3437.200000 | 26.000000 | 0.760000 | 3411.200000 |
| Hexatronic Group | 15 | 3.770000 | 1090.500000 | 22.800000 | 2.140000 | 1067.700000 |
| Orrön Energy | 170 | -2.340000 | 2057.850000 | 17.000000 | 0.830000 | 2040.850000 |
| Nederman Holding | 1 | -0.460000 | 215.000000 | 16.000000 | 8.040000 | 199.000000 |
| INVISIO | 15 | -1.040000 | 3577.500000 | 15.000000 | 0.420000 | 3562.500000 |
| Vitec Software Group B | 2 | -0.980000 | 1115.000000 | 14.000000 | 1.270000 | 1101.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 12.000000 | 1.360000 | 884.000000 |
| Sagax B | 4 | -0.890000 | 894.400000 | 11.200000 | 1.270000 | 883.200000 |
| Platzer Fastigheter Holding B | 12 | -0.250000 | 960.000000 | 10.800000 | 1.140000 | 949.200000 |
| Profoto Holding | 7 | -0.710000 | 590.800000 | 8.800000 | 1.510000 | 581.999999 |
| Atrium Ljungberg B | 5 | 0.000000 | 908.500000 | 7.000000 | 0.780000 | 901.500000 |
| HEXPOL B | 8 | -0.330000 | 961.600000 | 6.400000 | 0.670000 | 955.200000 |
| Addnode Group B | 7 | -1.970000 | 907.900000 | 4.900000 | 0.540000 | 903.000000 |
| Hennes & Mauritz B | 6 | -0.780000 | 913.080000 | 3.120000 | 0.340000 | 909.960000 |
| SKF B | 5 | -1.060000 | 981.000000 | 3.000000 | 0.310000 | 978.000000 |
| Sandvik | 4 | -1.300000 | 847.200000 | 1.600000 | 0.190000 | 845.600000 |
| Latour B | 4 | -2.860000 | 855.600000 | 1.600000 | 0.190000 | 854.000000 |
| ASSA ABLOY B | 4 | -1.310000 | 992.400000 | 1.600000 | 0.160000 | 990.800000 |
| AcadeMedia | 20 | -0.890000 | 975.600000 | 0.000000 | 0.000000 | 975.600000 |
| Alimak Group | 12 | -0.240000 | 1003.200000 | -1.200000 | -0.120000 | 1004.400000 |
| BHG Group | 109 | -5.520000 | 1417.000000 | -2.180000 | -0.150000 | 1419.180000 |
| Biotage | 1 | -8.300000 | 144.700000 | -2.800000 | -1.900000 | 147.500000 |
| Eastnine | 6 | -1.270000 | 654.000000 | -3.000000 | -0.460000 | 657.000000 |
| Catena | 2 | -0.250000 | 800.000000 | -3.600000 | -0.450000 | 803.600000 |
| JM | 7 | -1.890000 | 943.600000 | -4.200000 | -0.440000 | 947.800000 |
| Byggmax Group | 33 | -2.150000 | 958.980000 | -5.940000 | -0.620000 | 964.920000 |
| Gränges | 10 | 3.320000 | 1028.000000 | -8.000000 | -0.770000 | 1036.000000 |
| BioGaia B | 8 | -2.620000 | 893.600000 | -8.800000 | -0.980000 | 902.400000 |
| Vitrolife | 3 | -2.200000 | 667.800000 | -9.200000 | -1.360000 | 677.000001 |
| EQT | 4 | -2.890000 | 860.000000 | -10.800000 | -1.240000 | 870.800000 |
| Investor B | 3 | -1.600000 | 644.250000 | -13.750000 | -2.090000 | 657.999999 |
| OX2 | 12 | -4.750000 | 891.000000 | -15.600000 | -1.720000 | 906.600000 |
| Hoist Finance | 36 | -0.900000 | 990.000000 | -18.000000 | -1.790000 | 1008.000000 |
| Creaspac SPAC | 40 | -0.840000 | 3796.000000 | -28.000000 | -0.730000 | 3824.000000 |
| VEF | 788 | -2.730000 | 1851.800000 | -45.700000 | -2.410000 | 1897.504000 |
| Balco Group | 39 | -1.270000 | 1821.300000 | -53.700000 | -2.860000 | 1874.999997 |
| Sedana Medical | 93 | -2.340000 | 2639.340000 | -344.240000 | -11.540000 | 2983.577733 |
| TOTAL | 45181.700000 | -395.890000 | -4.50398% | 45577.591729 |
Updated:¶
'2023-06-19 14:18:41.921135'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
